U

UBS Portfolio holdings

AUM $109B
1-Year Est. Return 13.13%
This Quarter Est. Return
1 Year Est. Return
+13.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.2B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,353
New
Increased
Reduced
Closed

Top Buys

1
+$1.59B
2
+$1.41B
3
+$1.2B
4
JNJ icon
Johnson & Johnson
JNJ
+$729M
5
XOM icon
Exxon Mobil
XOM
+$643M

Top Sells

No sells this quarter

Sector Composition

1 Energy 12.25%
2 Financials 9.18%
3 Technology 8.62%
4 Healthcare 7.99%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4226
$50K ﹤0.01%
+3,178
4227
$50K ﹤0.01%
+1,748
4228
$49K ﹤0.01%
+2,837
4229
$49K ﹤0.01%
+15,334
4230
$49K ﹤0.01%
+8,025
4231
$49K ﹤0.01%
+3,459
4232
$49K ﹤0.01%
+147
4233
$49K ﹤0.01%
+3,000
4234
$49K ﹤0.01%
+5,463
4235
$49K ﹤0.01%
+2,040
4236
$49K ﹤0.01%
+2,764
4237
$48K ﹤0.01%
+7,486
4238
$48K ﹤0.01%
+1,370
4239
$48K ﹤0.01%
+4,166
4240
$48K ﹤0.01%
+1,199
4241
$48K ﹤0.01%
+1,243
4242
$48K ﹤0.01%
+690
4243
$48K ﹤0.01%
+3,666
4244
$48K ﹤0.01%
+544
4245
$48K ﹤0.01%
+37,451
4246
$48K ﹤0.01%
+2,182
4247
$48K ﹤0.01%
+2,669
4248
$48K ﹤0.01%
+3,268
4249
$48K ﹤0.01%
+2,945
4250
$48K ﹤0.01%
+560
168 169
170
171 172